LM

Lincluden Management Portfolio holdings

AUM $894M
1-Year Est. Return 9.85%
This Quarter Est. Return
1 Year Est. Return
+9.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$7.38M
2 +$6.57M
3 +$6.43M
4
COLD icon
Americold
COLD
+$4.57M
5
TD icon
Toronto Dominion Bank
TD
+$3.03M

Top Sells

1 +$4.1M
2 +$3.39M
3 +$3.13M
4
HON icon
Honeywell
HON
+$2.47M
5
XOM icon
Exxon Mobil
XOM
+$2.25M

Sector Composition

1 Financials 42.22%
2 Energy 24.6%
3 Communication Services 18.06%
4 Healthcare 4%
5 Real Estate 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-31,922